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WisdomTree US Value Fund
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Overview Fund Activity

34 hedge funds and large institutions have $31.1M invested in WisdomTree US Value Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.2M
2
LWAC
Laurel Wealth Advisors (California)
California
+$542K
3
MHS
M Holdings Securities
Oregon
+$306K
4
VFA
Voya Financial Advisors
Connecticut
+$247K
5
Morgan Stanley
Morgan Stanley
New York
+$192K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.11M
2
LPL Financial
LPL Financial
California
-$2.41M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.31M
4
UBS Group
UBS Group
Switzerland
-$271K
5
Betterment LLC
Betterment LLC
New York
-$215K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$11.2M +$10.2M +181,154 +1,045%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.61M – – –
BDF
3
Balasa Dinverno & Foltz
$3.1M +$27.7K +492 +0.9%
RW
4
RVW Wealth
California
$2M -$136 -2 -0%
LPL Financial
5
LPL Financial
California
$789K -$2.41M -42,872 -75%
Morgan Stanley
6
Morgan Stanley
New York
$655K +$192K +3,408 +41%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$612K -$5.11M -90,748 -89%
LWAC
8
Laurel Wealth Advisors (California)
California
$542K +$542K +9,632 New
Citadel Advisors
9
Citadel Advisors
Florida
$541K -$2.31M -41,048 -81%
MCM
10
Murphy Capital Management
New Jersey
$476K -$9K -160 -2%
WBG
11
Wharton Business Group
Pennsylvania
$378K – – –
Cerity Partners
12
Cerity Partners
New York
$355K – – –
MHS
13
M Holdings Securities
Oregon
$306K +$306K +5,434 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$290K +$563 +10 +0.2%
Bank of America
15
Bank of America
North Carolina
$269K – – –
S
16
SignatureFD
Georgia
$269K – – –
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$254K – – –
VFA
18
Voya Financial Advisors
Connecticut
$247K +$247K +4,372 New
Osaic Holdings
19
Osaic Holdings
Arizona
$234K +$145K +2,582 +163%
Betterment LLC
20
Betterment LLC
New York
$219K -$215K -3,810 -50%
CIM
21
Cambria Investment Management
California
$218K -$215K -3,806 -50%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$184K -$36K -640 -16%
TC
23
Tacita Capital
Ontario, Canada
$99K – – –
Wells Fargo
24
Wells Fargo
California
$95K – – –
AWM
25
Accel Wealth Management
Iowa
$52K – – –
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